Jonathan Kelly, CFP®, CPA

A Financial Consultant specializing in Financial Advisory Services on Cape Cod Five’s Wealth Management team, Jonathan Kelly has more than ten years of experience in the financial industry, ranging from employment at financial, accounting and trading firms as well as serving as co-founder and managing owner of a startup retail company.

Jonathan graduated magna cum laude from Colorado College with a Bachelor of Arts degree in Economics. He received Master’s degrees in Accounting and Business Administration from Northeastern University and is credentialed as a Certified Public Accountant. He also graduated from Bryant University’s Financial Planning Certificate Program and achieved his CERTIFIED FINANCIAL PLANNER™ certification in 2015.

Jonathan currently resides in Orleans with his two daughters.

 

• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •

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